+142.4%
GILD vs ED
+67.9%
+74.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -4.8% | -0.8% | -4.0% | -4.6% |
| 30D | +5.8% | -0.4% | +6.2% | +5.9% |
| 3M | +14.9% | +0.5% | +14.5% | +14.7% |
| 6M | -0.4% | -3.1% | +2.8% | +0.6% |
| YTD | +18.5% | +9.8% | +8.7% | +14.6% |
| 1Y | +25.1% | +12.6% | +12.5% | +19.6% |
| 3Y | +105.9% | +31.4% | +74.5% | +82.3% |
| All | +142.4% | +67.9% | +74.5% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling